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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,150 | $43,075-81.1% | $74,577-89.1% | $62,881-87.0% |
| Participation rate | 27.5% | 58.1%-30.6pp | 68.1%-40.6pp | 69.3%-41.8pp |
| Annual return | 5.29% | 17.50%-12.2pp | 20.47%-15.2pp | 20.14%-14.9pp |
| Employer contribution / active EE | $271 | $1,498-81.9% | $2,525-89.3% | $2,281-88.1% |
| Participant deferral / active EE | $825 | $2,389-65.5% | $3,458-76.1% | $3,203-74.2% |
| Admin fee / account holder | $5,822 | $2,840+105.0% | $4,138+40.7% | $4,296+35.5% |